The Spend Matters Stock Portfolio – March Update [Plus+]

We are now two months into our stock portfolio exercise. If you remember, we have created an imaginary portfolio of 21 procurement-related stocks that we’re tracking, to see how they perform individually and as a portfolio against the market. And as a personal challenge, Jason Busch and I have decided on our own portfolios in which we have invested a virtual million pounds. Jason chose just eight of these 21 firms; I spread my risk more broadly and put “money” into 14 firms. So how are we doing so far? And who’s winning? Hint: the procurement-focused portfolios have been comfortably beating the market.